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Venu
@Venu_7_
Research-driven investor & position trader. Fundamental + Technical Analysis | Market Leaders Not financial advice.
参加 April 2022
275 フォロー中    54.8K ファン
Most cybersecurity names are looking ready for Round 2. $PANW - Flat base $RBRK - Series of higher highs + higher lows with bull flags $NET & $CRWD - Flagging near new ATHs Cybersecurity continues to show strongest relative strength.
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Most cybersecurity names have already started their run. But I believe these two are just getting started: 1. Cloudflare $NET 2. Rubrik $RBRK Both have been building multi-month bases while fundamentals continue to improve. $NET - Revenue expected to grow from $2.3B (LTM) to $4.6B by 2028 -EPS inflecting positive $RBRK - Revenue expected to grow from $1.4B (LTM) to $2.4B by 2029 - EPS turning profitable with strong operating leverage
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